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i know this sounds strange but is it possible to apply for payment within DSL to a client before an actual invoice is raised?
this will elimate the client rejecting our final invoice when it is sent if he has already agreed to pay the application
Thanks
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Oh, I understand what you are asking now. There is no current feature which would provide a form, printed or electronic, which is an application to get your invoice pre-approved for payment (before the invoice exists). You can add just about anything you want into Dynamics SL with customizations.
is it possible to print a document which we can send to our clients from the ar payment? in our business we have to apply for payment before we actually send them an invoice
Hi,
You can enter a payment on account for a customer in AR Payment Applications. If there is no invoice in the grid to which the invoice should be applied, enter everything up to and including the Payment Amount, then Finish your Batch. The payment will remain on the customer's account.
When the invoice is posted to the Customer's account, you can go to AR Payment Applications, and choose the existing Payment by pressing F3 on the Payment Number. The system will bring up the original date, amount, balance, etc. and you can continue to apply to the new invoice in the grid area. This second 'application' batch ties the payment to the inovice and is a total of $0 because there is no GL impact, no new document.
Laura
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